ADVANCE AUTO PARTS INC - AAP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 32 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 8,922,312 | 350,646 | 0.01% | 0.01% | 1 | +248,544 | 2.87% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 7,474,546 | 293,751 | 0.03% | 0.04% | 2 | +1,190,094 | 18.94% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 6,809,275 | 267,604 | 0.0% | 0.01% | 3 | -14,616 | -0.21% | Q4 2025 | Jan 29, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 3,973,493 | 156,158 | 0.47% | 0.79% | 4 | -21,559 | -0.54% | Q4 2025 | Feb 06, 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | Added to | 2,881,906 | 113,259 | 5.12% | 3.56% | 5 | +989,691 | 52.3% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 2,811,675 | 110,498 | 0.18% | 0.29% | 6 | +117,648 | 4.37% | Q4 2025 | Feb 12, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 2,788,748 | 109,597 | 0.37% | 0.63% | 7 | -214,352 | -7.14% | Q4 2025 | Feb 18, 2026 |
| STATE STREET CORP | History | Added to | 2,499,981 | 98,249 | 0.0% | 0.01% | 8 | +92,861 | 3.86% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,350,367 | 92,369 | 0.01% | 0.01% | 9 | +612,920 | 35.28% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,958,394 | 76,964 | 0.04% | 0.05% | 10 | +438,803 | 28.88% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 1,944,423 | 76,415 | 0.0% | 0.01% | 11 | -19,541 | -0.99% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,845,357 | 72,523 | 0.02% | 0.03% | 12 | -180,592 | -8.91% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 1,692,710 | 66,523 | 0.01% | 0.01% | 13 | +232,305 | 15.91% | Q4 2025 | Jan 29, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 1,478,633 | 58,110 | 0.59% | 0.69% | 14 | +345,217 | 30.46% | Q4 2025 | Feb 09, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,426,873 | 56,085 | 0.0% | 0.01% | 15 | +3,545 | 0.25% | Q4 2025 | Feb 09, 2026 |
| Maple Rock Capital Partners Inc. | History | Added to | 1,352,240 | 53,143 | 1.76% | 2.31% | 16 | +400,450 | 42.07% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,140,027 | 44,803 | 0.01% | 0.01% | 17 | +460,101 | 67.67% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,010,585 | 39,715 | 0.0% | 0.0% | 18 | -51,394 | -4.84% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 976,480 | 38,375 | 0.01% | 0.01% | 19 | +31,103 | 3.29% | Q4 2025 | Feb 17, 2026 |
| Estuary Capital Management LP | History | Added to | 940,592 | 36,965 | 6.57% | 5.64% | 20 | +423,499 | 81.9% | Q4 2025 | Feb 17, 2026 |
| H PARTNERS MANAGEMENT, LLC | History | Added to | 900,000 | 35,370 | 22.4% | 10.81% | 21 | +375,000 | 71.43% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 851,008 | 33,444 | 0.01% | 0.01% | 22 | -38,342 | -4.31% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 834,413 | 32,792 | 0.01% | 0.01% | 23 | +287,013 | 52.43% | Q4 2025 | Feb 17, 2026 |
| Legion Partners Asset Management, LLC | History | No change | 800,750 | 31,469 | 18.32% | 26.61% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 787,865 | 30,963 | 0.05% | 0.11% | 25 | -90,835 | -10.34% | Q4 2025 | Feb 05, 2026 |
| MORGAN STANLEY | History | Reduced | 783,539 | 30,793 | 0.0% | 0.0% | 26 | -75,487 | -8.79% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 703,889 | 27,662 | 0.01% | 0.01% | 27 | +168,241 | 31.41% | Q4 2025 | Jan 29, 2026 |
| Dorsal Capital Management, LP | History | No change | 700,000 | 27,510 | 0.96% | 1.15% | 28 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 692,035 | 27,196 | 0.0% | 0.01% | 29 | -230,502 | -24.99% | Q4 2025 | Mar 25, 2026 |
| Allianz Asset Management GmbH | History | Added to | 689,217 | 27,086 | 0.03% | 0.04% | 30 | +101,579 | 17.29% | Q4 2025 | Feb 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 686,657 | 26,985 | 0.26% | 0.3% | 31 | +178,650 | 35.17% | Q4 2025 | Feb 05, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 665,249 | 26,144 | 0.35% | 0.55% | 32 | -11,254 | -1.66% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 581,082 | 22,836 | 0.0% | 0.01% | 33 | -62,365 | -9.69% | Q4 2025 | Feb 17, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | New | 512,024 | 20,122 | 0.59% | — | 34 | +512,024 | New | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 496,800 | 19,524 | 0.0% | 0.01% | 35 | -70,885 | -12.49% | Q4 2025 | Feb 12, 2026 |
| Parkwood LLC | History | Added to | 492,357 | 19,350 | 1.5% | 2.17% | 36 | +104,494 | 26.94% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 478,477 | 18,804 | 0.0% | 0.0% | 37 | +110,168 | 29.91% | Q4 2025 | Feb 10, 2026 |
| Great Hill Capital LLC | History | Added to | 330,808 | 18,238 | 1.81% | 1.56% | 38 | +167,174 | 102.16% | Q4 2025 | Jan 26, 2026 |
| Walleye Capital LLC | History | Added to | 436,555 | 17,156 | 0.05% | 0.05% | 39 | +210,573 | 93.18% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 418,653 | 16,453 | 0.01% | 0.01% | 40 | +82,311 | 24.47% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 385,586 | 15,153 | 0.02% | 0.03% | 41 | +8,614 | 2.29% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Reduced | 373,884 | 14,693 | 0.0% | 0.0% | 42 | -6,584 | -1.73% | Q4 2025 | Feb 19, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 370,812 | 14,572 | 0.47% | 0.75% | 43 | +2,368 | 0.64% | Q4 2025 | Feb 13, 2026 |
| FIL Ltd | History | Reduced | 345,483 | 13,577 | 0.01% | 0.02% | 44 | -3,247 | -0.93% | Q4 2025 | Feb 17, 2026 |
| Medina Value Partners, LLC | History | New | 306,655 | 12,051 | 2.82% | — | 45 | +306,655 | New | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 304,409 | 11,963 | 0.01% | 0.02% | 46 | -87,391 | -22.31% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 297,002 | 11,672 | 0.01% | 0.01% | 47 | -17,534 | -5.57% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 286,067 | 11,242 | 0.01% | 0.01% | 48 | -3,576 | -1.23% | Q4 2025 | Feb 02, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 284,052 | 11,163 | 0.23% | 0.51% | 49 | -106,043 | -27.18% | Q4 2025 | Feb 17, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 281,542 | 11,065 | 0.01% | 0.02% | 50 | -372,659 | -56.96% | Q4 2025 | Feb 19, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 257,769 | 10,130 | 0.0% | 0.03% | 51 | -766,075 | -74.82% | Q4 2025 | Feb 17, 2026 |
| Walleye Trading LLC | History | Reduced | 255,872 | 10,055 | 0.01% | 0.03% | 52 | -80,653 | -23.97% | Q4 2025 | Feb 13, 2026 |
| PEAK6 LLC | History | Reduced | 254,293 | 9,993 | 0.02% | 0.03% | 53 | -35,875 | -12.36% | Q4 2025 | Mar 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 238,322 | 9,367 | 0.01% | 0.01% | 54 | +38,015 | 18.98% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 237,573 | 9,336 | 0.03% | 0.04% | 55 | -21,044 | -8.14% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 231,600 | 9,101 | 0.01% | — | 56 | +231,600 | New | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 216,700 | 8,516 | 0.01% | 0.02% | 57 | -64,800 | -23.02% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 214,890 | 8,445 | 0.02% | 0.05% | 58 | -66,589 | -23.66% | Q4 2025 | Feb 10, 2026 |
| Savoir Faire Capital Management, L.P. | History | Reduced | 208,105 | 8,178 | 3.88% | 5.0% | 59 | -18,885 | -8.32% | Q4 2025 | Feb 02, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 207,908 | 8,170 | 0.03% | 0.05% | 60 | -26,061 | -11.14% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 202,215 | 7,946 | 0.03% | 0.01% | 61 | +153,616 | 316.09% | Q4 2025 | Feb 12, 2026 |
| Veradace Capital Management LLC | History | New | 200,000 | 7,860 | 4.8% | — | 62 | +200,000 | New | Q4 2025 | Feb 18, 2026 |
| Empowered Funds, LLC | History | Reduced | 198,706 | 7,809 | 0.13% | 0.15% | 63 | -47,118 | -19.17% | Q4 2025 | Feb 18, 2026 |
| Solas Capital Management, LLC | History | Added to | 192,663 | 7,571 | 4.3% | 5.49% | 64 | +46,046 | 31.41% | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 189,849 | 7,461 | 0.01% | 0.02% | 65 | +19,494 | 11.44% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Reduced | 189,671 | 7,454 | 0.0% | 0.0% | 66 | -13,522 | -6.65% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 184,113 | 7,235 | 0.0% | 0.0% | 67 | -21,998 | -10.67% | Q4 2025 | Feb 18, 2026 |
| Legal & General Group Plc | History | Reduced | 174,516 | 6,858 | 0.0% | 0.0% | 68 | -4,573 | -2.55% | Q4 2025 | Feb 09, 2026 |
| Gotham Asset Management, LLC | History | Added to | 174,416 | 6,854 | 0.03% | 0.04% | 69 | +33,046 | 23.38% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 172,720 | 6,787 | 0.01% | 0.01% | 70 | -9,657 | -5.3% | Q4 2025 | Feb 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 172,286 | 6,770 | 0.1% | 0.17% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Elgethun Capital Management | History | Added to | 170,279 | 6,691 | 1.16% | 1.86% | 72 | +1,903 | 1.13% | Q4 2025 | Feb 10, 2026 |
| Fluent Financial, LLC | History | New | 158,466 | 6,227 | 2.37% | — | 73 | +158,466 | New | Q4 2025 | Jan 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 157,927 | 6,206 | 0.01% | 0.06% | 74 | -740,818 | -82.43% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 155,185 | 6,098 | 0.0% | 0.0% | 76 | +77,722 | 100.33% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 155,185 | 6,098 | 0.0% | 0.0% | 75 | -4,123 | -2.59% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 153,267 | 6,023 | 0.0% | 0.01% | 77 | -84,842 | -35.63% | Q4 2025 | Feb 10, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Added to | 151,878 | 5,968 | 0.38% | 0.25% | 78 | +87,546 | 136.08% | Q4 2025 | Feb 13, 2026 |
| Atom Investors LP | History | Added to | 150,108 | 5,899 | 0.47% | 0.35% | 79 | +74,580 | 98.74% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 147,092 | 5,780 | 0.0% | 0.0% | 80 | +52,503 | 55.51% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 142,650 | 5,606 | 0.01% | 0.0% | 81 | +129,900 | 1018.82% | Q4 2025 | Feb 12, 2026 |
| Caption Management, LLC | History | New | 138,600 | 5,446 | 0.04% | — | 82 | +138,600 | New | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 134,613 | 5,290 | 0.02% | 0.01% | 83 | +96,197 | 250.41% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 133,627 | 5,251 | 0.0% | 0.0% | 84 | +11,130 | 9.09% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | Added to | 130,036 | 5,110 | 0.06% | 0.02% | 85 | +103,741 | 394.53% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 124,500 | 4,892 | 0.01% | 19.87% | 86 | +54,800 | 78.62% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 124,095 | 4,877 | 0.0% | — | 87 | +124,095 | New | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | Added to | 123,416 | 4,850 | 0.16% | 0.01% | 88 | +116,301 | 1634.59% | Q4 2025 | Feb 10, 2026 |
| Goodman Financial Corp | History | Reduced | 118,988 | 4,676 | 0.89% | 2.73% | 89 | -109,040 | -47.82% | Q4 2025 | Jan 08, 2026 |
| Swiss National Bank | History | Added to | 118,300 | 4,649 | 0.0% | 0.0% | 90 | +2,200 | 1.89% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 118,068 | 4,640 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 89,651 | 3,523 | 0.02% | — | 92 | +89,651 | New | Q4 2025 | Feb 11, 2026 |
| GABELLI FUNDS LLC | History | New | 86,325 | 3,392 | 0.02% | — | 93 | +86,325 | New | Q4 2025 | Feb 05, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 86,143 | 3,385 | 0.25% | — | 94 | +86,143 | New | Q4 2025 | Feb 12, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 86,110 | 3,384 | 0.0% | 0.0% | 95 | -19,086 | -18.14% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 84,471 | 3,319 | 0.0% | 0.0% | 96 | -193,858 | -69.65% | Q4 2025 | Feb 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 82,427 | 3,239 | 0.0% | 0.0% | 97 | +4,300 | 5.5% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 79,177 | 3,111 | 0.0% | 0.0% | 98 | +3,770 | 5.0% | Q4 2025 | Feb 17, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 76,309 | 2,998 | 0.0% | 0.01% | 99 | -6,072 | -7.37% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 56,284 | 2,920 | 0.0% | 0.0% | 100 | -5,548 | -8.97% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 71,111 | 2,795 | 0.01% | 0.01% | 101 | -15,204 | -17.61% | Q4 2025 | Feb 11, 2026 |
| Phocas Financial Corp. | History | Reduced | 69,692 | 2,738 | 0.36% | 0.56% | 102 | -151 | -0.22% | Q4 2025 | Jan 26, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 66,321 | 2,606 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kovack Advisors, Inc. | History | New | 62,080 | 2,439 | 0.11% | — | 104 | +62,080 | New | Q4 2025 | Feb 17, 2026 |
| CSM Advisors, LLC | History | Reduced | 60,595 | 2,381 | 0.06% | 0.15% | 105 | -29,272 | -32.57% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 59,036 | 2,320 | 0.0% | 0.01% | 106 | +2,129 | 3.74% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 57,115 | 2,244 | 0.0% | 0.0% | 107 | -52 | -0.09% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 56,443 | 2,218 | 0.0% | 0.0% | 108 | +39,563 | 234.38% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | New | 56,346 | 2,214 | 0.0% | — | 109 | +56,346 | New | Q4 2025 | Feb 17, 2026 |
| J. Goldman & Co LP | History | Reduced | 56,000 | 2,200 | 0.06% | 0.23% | 110 | -90,390 | -61.75% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 53,936 | 2,119 | 0.0% | 0.0% | 111 | +527 | 0.99% | Q4 2025 | Feb 13, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | New | 51,478 | 2,023 | 0.2% | — | 112 | +51,478 | New | Q4 2025 | Feb 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 50,897 | 2,000 | 0.15% | — | 113 | +50,897 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 48,430 | 1,903 | 0.0% | 0.0% | 114 | +7,405 | 18.05% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Added to | 47,835 | 1,879 | 0.01% | 0.01% | 115 | +5,738 | 13.63% | Q4 2025 | Jan 29, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 47,086 | 1,850 | 0.0% | 0.0% | 116 | +1,811 | 4.0% | Q4 2025 | Feb 11, 2026 |
| Aquatic Capital Management LLC | History | Added to | 46,213 | 1,816 | 0.05% | 0.01% | 117 | +33,857 | 274.01% | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 43,345 | 1,703 | 0.01% | 0.01% | 118 | +5,088 | 13.3% | Q4 2025 | Jan 30, 2026 |
| MAC Alpha Capital Management, LP | History | New | 41,926 | 1,647 | 0.91% | — | 119 | +41,926 | New | Q4 2025 | Feb 17, 2026 |
| SummitTX Capital, L.P. | History | Added to | 41,717 | 1,639 | 0.05% | 0.02% | 120 | +34,068 | 445.39% | Q4 2025 | Feb 17, 2026 |
| Palumbo Wealth Management LLC | History | New | 40,120 | 1,576 | 0.39% | — | 121 | +40,120 | New | Q4 2025 | Jan 21, 2026 |
| SG Americas Securities, LLC | History | Added to | 39,711 | 1,561 | 0.0% | 0.01% | 122 | +3,077 | 8.4% | Q4 2025 | Jan 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 39,378 | 1,547 | 0.0% | 0.0% | 123 | +1,451 | 3.83% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 38,443 | 1,510 | 0.0% | 0.0% | 124 | +19,996 | 108.4% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 38,228 | 1,502 | 0.02% | 0.02% | 125 | +10,695 | 38.84% | Q4 2025 | Feb 05, 2026 |
| Boston Partners | History | Reduced | 37,914 | 1,490 | 0.0% | 0.0% | 126 | -1,752 | -4.42% | Q4 2025 | Feb 13, 2026 |
| CenterBook Partners LP | History | Added to | 36,636 | 1,439 | 0.07% | 0.07% | 127 | +13,098 | 55.65% | Q4 2025 | Feb 11, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 36,323 | 1,427 | 0.01% | — | 128 | +36,323 | New | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 36,317 | 1,427 | 0.01% | 0.01% | 129 | +8,960 | 32.75% | Q4 2025 | Feb 02, 2026 |
| AMG National Trust Bank | History | Reduced | 34,930 | 1,372 | 0.03% | 0.08% | 130 | -21,831 | -38.46% | Q4 2025 | Jan 30, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 34,401 | 1,351 | 0.02% | 0.03% | 131 | +2,114 | 6.55% | Q4 2025 | Feb 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 33,895 | 1,332 | 0.01% | 0.01% | 132 | -1,038 | -2.97% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 30,554 | 1,200 | 0.01% | 0.02% | 133 | +371 | 1.23% | Q4 2025 | Jan 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 30,155 | 1,185 | 0.0% | 0.0% | 134 | +9,528 | 46.19% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Associates, LP | History | New | 29,980 | 1,178 | 0.0% | — | 135 | +29,980 | New | Q4 2025 | Feb 13, 2026 |
| Roberts Wealth Advisors, LLC | History | Reduced | 29,980 | 1,178 | 0.31% | 0.53% | 136 | -2,527 | -7.77% | Q4 2025 | Jan 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 29,960 | 1,177 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 29,400 | 1,155 | 0.06% | — | 138 | +29,400 | New | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Reduced | 29,104 | 1,143 | 0.0% | 0.07% | 139 | -229,934 | -88.76% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 28,622 | 1,124 | 0.0% | 0.0% | 140 | -70 | -0.24% | Q4 2025 | Feb 12, 2026 |
| Crawford Fund Management, LLC | History | Added to | 28,500 | 1,120 | 0.15% | 0.14% | 141 | +14,000 | 96.55% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 27,967 | 1,099 | 0.02% | 0.03% | 142 | +4,804 | 20.74% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 27,924 | 1,097 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 27,886 | 1,095 | 0.0% | 0.0% | 144 | -12 | -0.04% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 27,500 | 1,080 | 0.02% | 0.03% | 145 | -100 | -0.36% | Q4 2025 | Jan 16, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 27,320 | 1,073 | 0.02% | 0.03% | 146 | -232 | -0.84% | Q4 2025 | Jan 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 26,959 | 1,059 | 0.0% | — | 147 | +26,959 | New | Q4 2025 | Feb 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 25,984 | 1,021 | 0.1% | 0.13% | 148 | +1,009 | 4.04% | Q4 2025 | Jan 12, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 25,000 | 982 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 23,343 | 917 | 0.02% | 0.02% | 150 | -3,011 | -11.43% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 23,209 | 912 | 0.01% | 0.02% | 151 | -8,837 | -27.58% | Q4 2025 | Feb 10, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 22,209 | 872 | 0.13% | 0.15% | 152 | +6,771 | 43.86% | Q4 2025 | Feb 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 22,092 | 868 | 0.0% | 0.0% | 153 | +2,322 | 11.75% | Q4 2025 | Jan 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 17,016 | 862 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WESBANCO BANK INC | History | No change | 21,900 | 860 | 0.02% | 0.04% | 155 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| STRS OHIO | History | Added to | 21,200 | 833 | 0.0% | 0.0% | 156 | +1,400 | 7.07% | Q4 2025 | Feb 02, 2026 |
| Tidal Investments LLC | History | Reduced | 21,130 | 830 | 0.0% | 0.0% | 157 | -1,139 | -5.11% | Q4 2025 | Feb 13, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | New | 21,000 | 825 | 0.2% | — | 158 | +21,000 | New | Q4 2025 | Feb 02, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 19,260 | 795 | 0.01% | 0.01% | 159 | -3,051 | -13.67% | Q4 2025 | Jan 21, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 20,000 | 786 | 0.01% | — | 160 | +20,000 | New | Q4 2025 | Feb 17, 2026 |
| Quantitative Investment Management, LLC | History | Added to | 19,499 | 766 | 0.07% | 0.04% | 161 | +15,375 | 372.82% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 19,410 | 762 | 0.0% | 0.0% | 162 | +380 | 2.0% | Q4 2025 | Feb 11, 2026 |
| Havemeyer Place LP | History | New | 18,499 | 727 | 0.14% | — | 163 | +18,499 | New | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Reduced | 12,636 | 717 | 0.0% | 0.07% | 164 | -177,853 | -93.37% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 17,513 | 688 | 0.0% | 0.0% | 165 | -11,308 | -39.24% | Q4 2025 | Jan 30, 2026 |
| AMALGAMATED BANK | History | Added to | 17,431 | 685 | 0.0% | 0.01% | 166 | +161 | 0.93% | Q4 2025 | Feb 05, 2026 |
| Arizona State Retirement System | History | Reduced | 16,890 | 663 | 0.0% | 0.01% | 167 | -843 | -4.75% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 16,632 | 653 | 0.01% | 0.01% | 168 | -280 | -1.66% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 13,351 | 640 | 0.0% | 0.0% | 169 | -9,072 | -40.46% | Q4 2025 | Feb 18, 2026 |
| AlphaQuest LLC | History | Added to | 16,227 | 637 | 0.04% | 0.02% | 170 | +10,631 | 189.97% | Q4 2025 | Feb 09, 2026 |
| LMR Partners LLP | History | New | 15,500 | 609 | 0.0% | — | 171 | +15,500 | New | Q4 2025 | Feb 17, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 15,248 | 599 | 0.04% | — | 172 | +15,248 | New | Q4 2025 | Feb 13, 2026 |
| Tweedy, Browne Co LLC | History | Added to | 15,179 | 596 | 0.05% | 0.07% | 173 | +2,160 | 16.59% | Q4 2025 | Feb 03, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 15,179 | 596 | 0.0% | 0.01% | 174 | +2,160 | 16.59% | Q4 2025 | Jan 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 15,112 | 594 | 0.0% | 0.01% | 175 | -2,007 | -11.72% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 15,233 | 590 | 0.0% | 0.0% | 176 | -2,995 | -16.43% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 14,859 | 583 | 0.0% | 0.0% | 177 | -417 | -2.73% | Q4 2025 | Feb 10, 2026 |
| Handelsbanken Fonder AB | History | Added to | 14,800 | 582 | 0.0% | 0.0% | 178 | +2,000 | 15.63% | Q4 2025 | Feb 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 14,625 | 574 | 0.02% | 0.03% | 179 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 14,434 | 567 | 0.0% | 0.01% | 180 | -22,047 | -60.43% | Q4 2025 | Feb 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 13,728 | 539 | 0.01% | 0.01% | 181 | +167 | 1.23% | Q4 2025 | Feb 04, 2026 |
| Bridgefront Capital, LLC | History | New | 13,169 | 517 | 0.13% | — | 182 | +13,169 | New | Q4 2025 | Feb 13, 2026 |
| Prana Capital Management, LP | History | New | 12,966 | 509 | 0.02% | — | 183 | +12,966 | New | Q4 2025 | Feb 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 12,800 | 503 | 0.0% | 0.0% | 184 | +300 | 2.4% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,619 | 496 | 0.0% | 0.0% | 185 | -6,233 | -33.06% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 12,602 | 495 | 0.0% | 0.0% | 186 | -6,400 | -33.68% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 12,240 | 481 | 0.01% | — | 187 | +12,240 | New | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 11,807 | 464 | 0.0% | 0.0% | 188 | -9,044 | -43.37% | Q4 2025 | Jan 15, 2026 |
| ProShare Advisors LLC | History | Added to | 11,673 | 458 | 0.0% | 0.0% | 189 | +362 | 3.2% | Q4 2025 | Feb 06, 2026 |
| BEACONLIGHT CAPITAL, LLC | History | Reduced | 10,920 | 429 | 0.25% | 4.1% | 190 | -124,431 | -91.93% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 10,744 | 422 | 0.0% | 0.0% | 191 | -168 | -1.54% | Q4 2025 | Feb 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,710 | 420 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 10,049 | 394 | 0.0% | 0.0% | 193 | +3,505 | 53.56% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 9,890 | 388 | 0.0% | 0.0% | 194 | -44,347 | -81.77% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 9,859 | 387 | 0.0% | 0.0% | 195 | +745 | 8.17% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,240 | 382 | 0.0% | 0.0% | 196 | +771 | 9.1% | Q4 2025 | Jan 08, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 9,487 | 372 | 0.0% | 0.0% | 197 | -251 | -2.58% | Q4 2025 | Feb 13, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 9,478 | 372 | 0.01% | 0.02% | 198 | -2 | -0.02% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 9,283 | 364 | 0.0% | 0.0% | 199 | +968 | 11.64% | Q4 2025 | Jan 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 9,081 | 356 | 0.0% | 0.0% | 200 | -50 | -0.55% | Q4 2025 | Feb 13, 2026 |
| Arista Wealth Management, LLC | History | New | 9,010 | 354 | 0.04% | — | 201 | +9,010 | New | Q4 2025 | Feb 09, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 8,936 | 351 | 0.0% | 0.0% | 202 | +2,312 | 34.9% | Q4 2025 | Mar 20, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 8,760 | 344 | 0.01% | 0.01% | 203 | +136 | 1.58% | Q4 2025 | Feb 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 8,046 | 316 | 0.0% | 0.01% | 204 | +1,555 | 23.96% | Q4 2025 | Feb 03, 2026 |
| Amundi | History | Reduced | 7,944 | 312 | 0.0% | 0.0% | 205 | -2,835 | -26.3% | Q4 2025 | Feb 17, 2026 |
| NATIXIS | History | New | 7,730 | 303 | 0.0% | — | 206 | +7,730 | New | Q4 2025 | Feb 13, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 7,446 | 292 | 0.0% | 0.0% | 207 | +1,646 | 28.38% | Q4 2025 | Feb 13, 2026 |
| PROFUND ADVISORS LLC | History | New | 7,339 | 288 | 0.01% | — | 208 | +7,339 | New | Q4 2025 | Feb 06, 2026 |
| Capital Square, LLC | History | Reduced | 7,078 | 278 | 0.14% | 0.25% | 209 | -887 | -11.14% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 6,966 | 274 | 0.0% | 0.0% | 210 | -12,514 | -64.24% | Q4 2025 | Mar 09, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 6,860 | 269 | 0.0% | 0.0% | 211 | +141 | 2.1% | Q4 2025 | Feb 10, 2026 |
| Covestor Ltd | History | Added to | 6,747 | 265 | 0.14% | 0.17% | 212 | +1,852 | 37.83% | Q4 2025 | Feb 06, 2026 |
| ALTFEST L J & CO INC | History | New | 6,710 | 263 | 0.03% | — | 213 | +6,710 | New | Q4 2025 | Jan 23, 2026 |
| Numerai GP LLC | History | Reduced | 6,374 | 250 | 0.03% | 0.06% | 214 | -905 | -12.43% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,329 | 249 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 6,300 | 247 | 0.04% | 0.06% | 216 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 6,250 | 245 | 0.0% | — | 217 | +6,250 | New | Q4 2025 | Feb 04, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 6,240 | 245 | 0.15% | 0.21% | 218 | +825 | 15.24% | Q4 2025 | Jan 20, 2026 |
| Farringdon Capital, Ltd. | History | New | 6,061 | 238 | 0.06% | — | 219 | +6,061 | New | Q4 2025 | Feb 17, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 5,831 | 229 | 0.05% | — | 220 | +5,831 | New | Q4 2025 | Feb 13, 2026 |
| CIBC Asset Management Inc | History | Added to | 5,811 | 228 | 0.0% | 0.0% | 221 | +140 | 2.47% | Q4 2025 | Feb 10, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 5,715 | 224 | 0.03% | 0.04% | 222 | -75 | -1.3% | Q4 2025 | Jan 14, 2026 |
| Investors Research Corp | History | No change | 5,625 | 221 | 0.04% | 0.06% | 223 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 5,602 | 220 | 0.0% | 0.0% | 224 | -44 | -0.78% | Q4 2025 | Feb 17, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | No change | 5,603 | 220 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 5,395 | 212 | 0.0% | 0.01% | 226 | -19,704 | -78.51% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 5,418 | 212 | 0.0% | 0.0% | 227 | -506 | -8.54% | Q4 2025 | Jan 20, 2026 |
| Net Worth Advisory Group | History | Added to | 5,311 | 208 | 0.04% | 0.09% | 228 | +10 | 0.19% | Q4 2025 | Jan 14, 2026 |
| Scientech Research LLC | History | New | 5,289 | 207 | 0.13% | — | 229 | +5,289 | New | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Added to | 5,106 | 200 | 0.0% | 0.0% | 230 | +28 | 0.55% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,017 | 197 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 4,932 | 193 | 0.01% | 0.02% | 232 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,518 | 177 | 0.0% | 0.0% | 233 | -9,100 | -66.82% | Q4 2025 | Feb 12, 2026 |
| REXFORD CAPITAL INC | History | No change | 3,700 | 145 | 0.11% | 0.18% | 234 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,636 | 142 | 0.01% | 0.01% | 235 | -632 | -14.81% | Q4 2025 | Jan 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,469 | 136 | 0.0% | 0.0% | 236 | -689 | -16.57% | Q4 2025 | Feb 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 3,300 | 129 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 3,133 | 123 | 0.0% | 0.0% | 238 | -2,832 | -47.48% | Q4 2025 | Feb 17, 2026 |
| BFSG, LLC | History | New | 2,980 | 117 | 0.01% | — | 239 | +2,980 | New | Q4 2025 | Jan 22, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,913 | 114 | 0.0% | 0.0% | 240 | +1,466 | 101.31% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,873 | 112 | 0.0% | 0.0% | 241 | -412 | -12.54% | Q4 2025 | Jan 16, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,714 | 106 | 0.0% | — | 242 | +2,714 | New | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 2,090 | 82 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| KBC Group NV | History | No change | 2,076 | 82 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,056 | 80 | 0.0% | 0.0% | 245 | -13,428 | -86.72% | Q4 2025 | Mar 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,024 | 79 | 0.0% | 0.0% | 246 | -838 | -29.28% | Q4 2025 | Feb 06, 2026 |
| LGT Financial Advisors LLC | History | No change | 2,000 | 78 | 0.48% | 0.26% | 247 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bollard Group LLC | History | Added to | 1,676 | 66 | 0.0% | 0.0% | 248 | +8 | 0.48% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 1,582 | 62 | 0.0% | 0.0% | 249 | -73 | -4.41% | Q4 2025 | Jan 26, 2026 |
| Siemens Fonds Invest GmbH | History | No change | 1,508 | 59 | 0.0% | 0.01% | 250 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,431 | 56 | 0.0% | 0.0% | 251 | -6,719 | -82.44% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,445 | 56 | 0.0% | 0.0% | 252 | -571 | -28.32% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,445 | 56 | 0.0% | 0.0% | 253 | +30 | 2.12% | Q4 2025 | Feb 12, 2026 |
| Leonteq Securities AG | History | Added to | 1,412 | 55 | 0.0% | 0.0% | 254 | +1,019 | 259.29% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,253 | 49 | 0.0% | 0.0% | 255 | +2 | 0.16% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 919 | 36 | 0.0% | 0.0% | 256 | +596 | 184.52% | Q4 2025 | Feb 09, 2026 |
| AlphaCore Capital LLC | History | Added to | 883 | 34 | 0.0% | 0.0% | 258 | +308 | 53.57% | Q4 2025 | Feb 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 863 | 34 | 0.0% | 0.0% | 257 | +239 | 38.3% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 864 | 33 | 0.0% | 0.0% | 260 | +2 | 0.23% | Q4 2025 | Feb 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 850 | 33 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Parallel Advisors, LLC | History | Reduced | 839 | 32 | 0.0% | 0.0% | 261 | -100 | -10.65% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 791 | 31 | 0.0% | — | 262 | +791 | New | Q4 2025 | Feb 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 740 | 29 | 0.01% | 0.02% | 263 | +239 | 47.7% | Q4 2025 | Mar 03, 2026 |
| US BANCORP \DE\ | History | Reduced | 692 | 27 | 0.0% | 0.0% | 264 | -24,330 | -97.23% | Q4 2025 | Jan 30, 2026 |
| SageView Advisory Group, LLC | History | New | 665 | 26 | 0.0% | — | 266 | +665 | New | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 682 | 26 | 0.0% | 0.0% | 265 | +260 | 61.61% | Q4 2025 | Feb 05, 2026 |
| Deseret Mutual Benefit Administrators | History | No change | 621 | 24 | 0.01% | 0.02% | 267 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 604 | 23 | 0.01% | — | 269 | +604 | New | Q4 2025 | Feb 11, 2026 |
| DV Trading LLC | History | New | 600 | 23 | 0.0% | — | 268 | +600 | New | Q4 2025 | Feb 17, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 584 | 22 | 0.02% | 0.03% | 270 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Strive Financial Group ,LLC | History | New | 529 | 20 | 0.01% | — | 271 | +529 | New | Q4 2025 | Feb 18, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 473 | 18 | 0.0% | — | 272 | +473 | New | Q4 2025 | Feb 13, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 470 | 18 | 0.01% | 0.0% | 273 | +355 | 308.7% | Q4 2025 | Jan 16, 2026 |
| Beacon Financial Strategies CORP | History | New | 394 | 15 | 0.01% | — | 275 | +394 | New | Q4 2025 | Jan 12, 2026 |
| Founders Capital Management | History | No change | 400 | 15 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 358 | 14 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Basepoint Wealth LLC | History | New | 356 | 13 | 0.01% | — | 279 | +356 | New | Q4 2025 | Feb 10, 2026 |
| RMG Wealth Management LLC | History | No change | 289 | 13 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LRI Investments, LLC | History | No change | 347 | 13 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 316 | 12 | 0.0% | 0.0% | 282 | -435 | -57.92% | Q4 2025 | Jan 23, 2026 |
| UMB Bank, n.a. | History | Added to | 311 | 12 | 0.0% | 0.0% | 280 | +5 | 1.63% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | No change | 326 | 12 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 300 | 11 | 0.0% | 0.0% | 283 | -123 | -29.08% | Q4 2025 | Jan 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 266 | 10 | 0.0% | 0.0% | 284 | -204 | -43.4% | Q4 2025 | Feb 06, 2026 |
| Ransom Advisory, Ltd | History | No change | 267 | 10 | 0.0% | 0.01% | 285 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 240 | 9 | 0.0% | 0.0% | 286 | -27 | -10.11% | Q4 2025 | Feb 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 212 | 8 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Quarry LP | History | New | 194 | 7 | 0.0% | — | 292 | +194 | New | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 185 | 7 | 0.0% | 0.0% | 289 | +125 | 208.33% | Q4 2025 | Jan 30, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 189 | 7 | 0.0% | 0.0% | 288 | -36 | -16.0% | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 195 | 7 | 0.0% | 0.0% | 291 | -2 | -1.02% | Q4 2025 | Feb 03, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 81 | 7 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 200 | 7 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Spire Wealth Management | History | Added to | 154 | 6 | 0.0% | 0.0% | 296 | +58 | 60.42% | Q4 2025 | Jan 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 155 | 6 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Geneos Wealth Management Inc. | History | No change | 160 | 6 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SIGNATUREFD, LLC | History | Added to | 127 | 4 | 0.0% | 0.0% | 297 | +99 | 353.57% | Q4 2025 | Jan 20, 2026 |
| Rakuten Securities, Inc. | History | Added to | 110 | 4 | 0.0% | 0.0% | 301 | +55 | 100.0% | Q4 2025 | Jan 29, 2026 |
| Root Financial Partners, LLC | History | Added to | 121 | 4 | 0.0% | 0.0% | 299 | +20 | 19.8% | Q4 2025 | Feb 10, 2026 |
| Bare Financial Services, Inc | History | Added to | 118 | 4 | 0.0% | 0.0% | 300 | +2 | 1.72% | Q4 2025 | Feb 06, 2026 |
| MCF Advisors LLC | History | No change | 110 | 4 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 89 | 3 | 0.0% | 0.0% | 302 | -390 | -81.42% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 95 | 3 | 0.0% | 0.0% | 303 | -28 | -22.76% | Q4 2025 | Feb 13, 2026 |
| Curat Global, LLC | History | No change | 85 | 3 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | New | 63 | 2 | 0.0% | — | 308 | +63 | New | Q4 2025 | Jan 21, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | New | 62 | 2 | 0.0% | — | 305 | +62 | New | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | Reduced | 41 | 2 | 0.0% | 0.0% | 309 | -53 | -56.38% | Q4 2025 | Feb 02, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 64 | 2 | 0.0% | 0.0% | 306 | -26 | -28.89% | Q4 2025 | Jan 23, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 51 | 2 | 0.0% | 0.0% | 310 | -6 | -10.53% | Q4 2025 | Feb 09, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 53 | 2 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 38 | 1 | 0.0% | 0.0% | 311 | -73 | -65.77% | Q4 2025 | Feb 10, 2026 |
| CrossGen Wealth, LLC | History | New | 50 | 1 | 0.0% | — | 319 | +50 | New | Q4 2025 | Feb 19, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 38 | 1 | 0.0% | 0.0% | 315 | -35 | -47.95% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 48 | 1 | 0.0% | 0.0% | 316 | +17 | 54.84% | Q4 2025 | Jan 14, 2026 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | History | No change | 12,000 | 1 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 35 | 1 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MOTCO | History | No change | 30 | 1 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | No change | 26 | 1 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Anomaly Capital Management, LP | History | Closed out | 0 | 0 | — | 0.43% | — | -237,003 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -177,241 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STEADFAST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.13% | — | -123,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.19% | — | -104,221 | -100.0% | Q3 2025 | Nov 12, 2025 |
| New Age Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -95,723 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Shay Capital LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -89,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CASTLEARK MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -70,705 | -100.0% | Q3 2025 | Nov 17, 2025 |
| PURSUE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 2.21% | — | -65,664 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.02% | — | -35,427 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TCW GROUP INC | History | Closed out | 0 | 0 | — | 0.02% | — | -34,355 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pine Valley Investments Ltd Liability Co | History | Closed out | 0 | 0 | — | 0.09% | — | -29,075 | -100.0% | Q3 2025 | Feb 17, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -28,380 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 4 | 0 | — | 0.0% | — | -24,109 | -99.98% | Q4 2025 | Feb 17, 2026 |
| HBK INVESTMENTS L P | History | Closed out | 0 | 0 | — | 0.02% | — | -24,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,065 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sciencast Management LP | History | Closed out | 0 | 0 | — | 0.21% | — | -18,370 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -17,131 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -16,059 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,571 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Limestone Investment Advisors LP | History | Closed out | 0 | 0 | — | 0.07% | — | -13,863 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIG BROKERAGE, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -13,317 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TriaGen Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -11,221 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Zuckerman Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,913 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,788 | -100.0% | Q3 2025 | Oct 30, 2025 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -9,629 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -9,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -8,110 | -100.0% | Q3 2025 | Nov 17, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -7,840 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -6,638 | -100.0% | Q3 2025 | Jan 16, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.05% | — | -6,501 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,437 | -100.0% | Q3 2025 | Oct 22, 2025 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,412 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,190 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,895 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,870 | -100.0% | Q3 2025 | Oct 01, 2025 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,518 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,269 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,037 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,918 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ilex Capital Partners (UK) LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,870 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,625 | -100.0% | Q3 2025 | Nov 07, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,503 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CONNABLE OFFICE INC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,389 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Gordian Capital Singapore Pte Ltd | History | Closed out | 0 | 0 | — | 0.24% | — | -2,900 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,874 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,166 | -100.0% | Q3 2025 | Nov 18, 2025 |
| City State Bank | History | Closed out | 0 | 0 | — | 0.04% | — | -2,000 | -100.0% | Q3 2025 | Oct 16, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,000 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Westfuller Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -912 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -680 | -100.0% | Q3 2025 | Oct 24, 2025 |
| REAP Financial Group, LLC | History | Reduced | 9 | 0 | — | 0.01% | — | -576 | -98.46% | Q4 2025 | Feb 10, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -540 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -426 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -325 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Transamerica Financial Advisors, LLC | History | Reduced | 21 | 0 | — | 0.0% | — | -146 | -87.43% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -137 | -95.14% | Q4 2025 | Jan 13, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q3 2025 | Oct 15, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 14 | 0 | — | 0.0% | — | -107 | -88.43% | Q4 2025 | Feb 09, 2026 |
| ALERUS FINANCIAL NA | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fortitude Family Office, LLC | History | Reduced | 22 | 0 | — | 0.0% | — | -28 | -56.0% | Q4 2025 | Jan 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 13, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Jan 30, 2026 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ankerstar Wealth, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 12, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CVA Family Office, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 12, 2026 |
| Investors Portfolio Services LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 09, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Key FInancial Inc | History | Reduced | 5 | 0 | — | — | — | -8 | -61.54% | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 11 | 0 | — | — | — | +7 | 175.0% | Q4 2025 | Feb 06, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 13 | 0 | — | 0.0% | — | -7 | -35.0% | Q4 2025 | Feb 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1 | 0 | — | — | — | -6 | -85.71% | Q4 2025 | Feb 09, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 10 | 0 | — | — | — | +4 | 66.67% | Q4 2025 | Feb 02, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 5 | 0 | — | — | — | -3 | -37.5% | Q4 2025 | Jan 21, 2026 |
| Dunhill Financial, LLC | History | Added to | 5 | 0 | — | — | — | +3 | 150.0% | Q4 2025 | Jan 29, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 27, 2025 |
| True Wealth Design, LLC | History | Reduced | 9 | 0 | — | — | — | -2 | -18.18% | Q4 2025 | Jan 08, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 5 | 0 | — | — | — | +2 | 66.67% | Q4 2025 | Jan 12, 2026 |
| Rossby Financial, LCC | History | Added to | 11 | 0 | — | — | — | +2 | 22.22% | Q4 2025 | Feb 12, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 3 | 0 | — | — | — | -2 | -40.0% | Q4 2025 | Feb 05, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 8 | 0 | — | — | — | -1 | -11.11% | Q4 2025 | Feb 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 17 | 0 | — | 0.0% | — | -1 | -5.56% | Q4 2025 | Feb 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 11 | 0 | — | — | — | -1 | -8.33% | Q4 2025 | Jan 16, 2026 |
| Estate Planners Group, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Apr 07, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SouthState Bank Corp | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Anfield Capital Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Darwin Wealth Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bogart Wealth, LLC | History | No change | 21 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 21 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Scarborough Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 25 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sachetta, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Gen-Wealth Partners Inc | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealth Watch Advisors, INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Millstone Evans Group, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Dogwood Wealth Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |